Universal Banker - Southpoint

Truist Bank

Fredericksburg, VA, United States
On-site
Client transaction completion
Accurate record keeping
Money handling
Truist Bank is seeking a Universal Banker for their Southpoint location in Fredericksburg, VA. The role focuses on providing exceptional client service, processing transactions, and supporting sales and service activities while adhering to operational policies

Job Summary

  • Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • Adhere to internal controls, operational procedures and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.

Matching Summary

Match Score: 85

Truist Bank is seeking a Universal Banker for their Southpoint location in Fredericksburg, VA. The role focuses on providing exceptional client service, processing transactions, and supporting sales and service activities while adhering to operational policies.

Skills & Requirements

Must-have

  • Client transaction completion
  • Accurate record keeping
  • Money handling
  • Superior quality service
  • Outbound calling support
  • Integrated Relationship Management

Nice-to-have

  • Digital self-service education
  • Client outreach participation
  • Sales and product knowledge
  • Internal controls adherence

Key Requirements

  • High school diploma or equivalent
  • Two years of teller or cash handling or client service experience
  • Six months of client relationship building or sales experience
  • Excellent interpersonal and communication skills
  • Ability to master PC keyboard and software skills
  • Ability to multi-task under time constraints
  • Proficiency in basic computer applications
  • Ability to travel to accommodate temporary staffing needs
  • Ability to work weekends and/or extended hours

Work Rights

Not specified

Tailored Resume

Cover Letter